Putnam Large Cap Value’s impressive manager and adequate resources raise the strategy’s Morningstar Medalist Rating to Silver from Bronze for its cheapest shares, while its pricier shares get either Bronze or Neutral, depending on fees.
- NAV / 1-Day Return 30.39 / 0.26 %
- Total Assets 21.0 Bil
-
Adj. Expense Ratio
0.640%
- Expense Ratio 0.640%
- Distribution Fee Level Below Average
- Share Class Type Institutional
- Category Large Value
- Investment Style Large Value
- Min. Initial Investment —
- Status Open
- TTM Yield 2.04%
- Turnover 17%
Morningstar’s Analysis PEIYX
Will PEIYX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
Process Pillar
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings 70
- Bond Holdings 0
- Other Holdings 40
- % Assets in Top 10 Holdings 24.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector